To put it simply, a Financial Advisor works with your money. A Financial Coach works with YOU!
As a coach I will help you navigate the complications of debt, mortgages, insurance, estate plans, college saving, investments, etc. You may still need an insurance agent, broker, etc. but a financial coach can help bring it all together in a way that no single professional can.
I have a no-nonsense approach to how I price coaching. There is a fair monthly fee and you can cancel any time. We’ll have regular weekly sessions to keep you on track. Once a month we spend more time on a longer session to do planning, and the other times are for checking-in and accountability. I also take calls whenever you have a question or get stuck on something.
We will work on your complete financial wellbeing. Much like an trainer can customize a workout, as a financial coach I will provide planning help, guidance with decision making, support, inspiration, and encouragement. You may think you know what to do, but then why aren't you doing it? I will be your accountability partner in your financial journey.
Together we will uncover financial directions that can easily lead to tens or hundreds of thousands of dollars in future wealth. What is a personal trainer worth? They are worth the value of improved health and reduced injury. What is a financial coach worth? It can mean financial security that can span generations of your family tree.
Financial coaching is an investment in your future success with money. In most cases I can find the cost for coaching in "leakage" that you're currently spending without even knowing. So ask yourself if you can afford NOT to get coaching!
No! In fact, the only real way to succeed with money as a couple is to be on the same page. If you're married I will want you both to participate and we'll work up a plan that lets you live your shared dream.
It's easy! Use the link below to schedule a free introductory call. No obligation and no judgement; just some honest questions to see how serious you are about finally breaking free of financial stress.